Turtle Creek Asset Management’s third-quarter 2025 investor letter showed mixed results with the net asset value of the Turtle Creek Equity Fund increasing by 0.4%. However, the fund lagged behind the S&P MidCap 400 index and the S&P/TSX Completion index. Other funds like the Turtle Creek Synthetic PE Fund and Turtle Creek Canadian Equity Fund saw gains, while the Turtle Creek United States Equity Fund decreased.

Service Corporation International (NYSE:SCI) was highlighted in Turtle Creek Asset Management’s investor letter. The stock had a one-month return of -1.39% and closed at $80.23 per share on November 12, 2025. With a market capitalization of $11.247 billion, Service Corporation International (NYSE:SCI) is a deathcare products and services company.

Turtle Creek Asset Management praised Service Corporation International (NYSE:SCI) as the largest funeral home and cemetery operator in North America. The company has a strong management team that has led it to significant growth in the industry. Despite being the largest in the sector, Service Corporation International (NYSE:SCI) still has room for market share expansion through organic growth and acquisitions.

Service Corporation International (NYSE:SCI) is held by 30 hedge fund portfolios, up from 26 in the previous quarter. While the company has investment potential, there are other AI stocks with greater upside potential and less downside risk. Investors seeking undervalued AI stocks may find opportunities in certain AI stocks that stand to benefit from current economic trends.

Read more at Yahoo Finance: An Analysis of Service Corporation International’s (SCI) Market Leadership and Future Growth Potential